SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$666K
3
+$560K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$547K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$278K

Top Sells

1
+$225K
2
+$215K
3
+$194K
4
CVS icon
CVS Health
CVS
+$192K
5
MO icon
Altria Group
MO
+$132K

Sector Composition

1 Financials 13.95%
2 Technology 13%
3 Healthcare 11.52%
4 Industrials 7.64%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1.65K ﹤0.01%
34
1077
$1.64K ﹤0.01%
26
1078
$1.63K ﹤0.01%
128
1079
$1.62K ﹤0.01%
70
1080
$1.61K ﹤0.01%
22
1081
$1.6K ﹤0.01%
33
1082
$1.55K ﹤0.01%
10
+5
1083
$1.53K ﹤0.01%
100
1084
$1.53K ﹤0.01%
67
1085
$1.52K ﹤0.01%
25
1086
$1.51K ﹤0.01%
24
+9
1087
$1.5K ﹤0.01%
29
1088
$1.46K ﹤0.01%
81
1089
$1.45K ﹤0.01%
34
1090
$1.43K ﹤0.01%
30
1091
$1.35K ﹤0.01%
8
1092
$1.32K ﹤0.01%
+2
1093
$1.31K ﹤0.01%
82
-40
1094
$1.31K ﹤0.01%
41
1095
$1.29K ﹤0.01%
11
1096
$1.28K ﹤0.01%
49
-1,060
1097
$1.25K ﹤0.01%
16
-2
1098
$1.24K ﹤0.01%
18
-2
1099
$1.23K ﹤0.01%
22
-413
1100
$1.22K ﹤0.01%
102
-105
42 43
44
45 46